The Investment Products and Portfolio Management Training is an advanced program designed to
provide professionals with the knowledge and skills necessary to understand, evaluate, and manage a
wide range of investment products and strategies. This course covers essential topics in portfolio
construction, asset allocation, investment strategies, and risk management, with a focus on
maximizing returns while managing risk. Participants will learn about traditional and alternative
investment products, including equities, fixed income, mutual funds, ETFs, derivatives, and real estate,
as well as how to integrate these products into diversified portfolios. Through a combination of
theory and practical case studies, participants will also gain an understanding of financial modeling,
performance measurement, and optimization techniques to make informed decisions that align with
client goals.
The course emphasizes the role of portfolio managers in the investment decision-making process,
including how to construct, monitor, and rebalance portfolios based on changing market conditions
and client needs. Participants will explore various portfolio management styles, including active and
passive management, and the factors influencing the choice of strategy. The program also delves into
the analysis of financial markets, macroeconomic indicators, and the use of technology in modern
portfolio management. By the end of the training, participants will be equipped with the tools to build
and manage investment portfolios that balance risk and return, and be able to effectively
communicate portfolio strategies and performance to clients.

Expected Outcomes:
1. Gain a comprehensive understanding of various investment products and their
characteristics.
2. Develop skills in asset allocation, portfolio construction, and the implementation of
diversified investment strategies.
3. Learn how to apply risk management techniques in portfolio management to optimize
returns.
4. Master performance measurement, financial analysis, and optimization strategies for
portfolio management.
5. Gain insights into both traditional and alternative investment strategies, including active and
passive management approaches.

Target Group:
 Investment professionals, portfolio managers, and financial analysts in asset management
firms, banks, and financial institutions.
 Wealth managers and advisors seeking to expand their knowledge of investment products
and portfolio construction.
 Financial planners and consultants who need to incorporate advanced investment strategies
into client solutions.
 Individuals pursuing careers in investment management, seeking to gain deeper technical
expertise.
 Professionals involved in risk management and financial modeling, looking to enhance their
portfolio management capabilities.